Syon Capital · 9 hours ago
Client Service Associate
San Francisco, CA
Full-time
Hybrid
Mid Level
3+ years expSyon Capital is a dynamic multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. They are seeking a Client Service Associate to provide best-in-class service, manage client inquiries, and assist with account maintenance and transactions.
Financial Services
Hiring Manager
Maiko Delgado, SHRM-SCP
Responsibilities
Serve as a key contact for client requests on designated client relationships
Respond to client inquiries and communications within 24 hours with most response within the same day
Initiate wires, transfers, and checks for money movements in Schwab Advisor Center
Open new accounts by collecting client information, completing forms, and routing to client for signature
Manage client account maintenance by updating client contact information as needed
Partner with relationship managers to submit trading tasks to Syon Capital’s investment team in the CRM
Complete subscription documents for alternative investments in CAIS/iCapital
Partner with the Investment team on new cash deployments and portfolio creation
Provide out-of-office coverage for other members of the client services team
Perform ad hoc tasks and projects assigned
Qualification
Required
3-4 years of prior experience in a client facing role within the financial services field
Bachelor's degree with at least a 3.0 GPA required (a degree in the Humanities is a plus)
FINRA Series 65
Beginner level knowledge with Microsoft Excel and PowerPoint
A high degree of thoroughness with careful and deliberate attention to detail
Exceptional verbal and written communication skills
A mindset that values every task, big or small
Hybrid/remote setting—In office Monday through Thursday, from 9:00 AM to 5:00 PM and Friday WFH
Preferred
Experience using Black Diamond, Salentica/salesforce, Schwab Advisor, and CAIS/iCapital is a plus
Benefits
Medical, dental, and vision insurance
401(k)-matching plan
Hybrid work schedules
Flexible vacation policies
Paid time off options
Sabbatical program
Robust training
Clear career path opportunities
Company
Syon Capital
At Syon Capital we dedicate ourselves to advising a select number of the nation’s wealthiest families, executives, and entrepreneurs, striving to build thoughtfully curated and holistic financial strategies to optimize their capital and enhance their lives — and their legacies.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ash Chopra, CPWA®
Founder & CEO
Mel Chen
Chief Operating Officer
Company data provided by crunchbase